Jakob Kekaimalu Adams
Investment adviser representative at Chequers Financial Management LLC
13 yearsExperience
1 stateRegistered in
$1.3BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Chequers Financial Management LLCAug 2022 to now
- Malarna Capital AdvisoryMar 2022 to Jul 2022
- House of Mana UpNov 2021 to Jan 2022
- UnemployedAug 2021 to Oct 2021
- Mana Up PresentsJun 2019 to Aug 2019
- Super Soccer StarsSep 2018 to Mar 2020
- University of San FranciscoAug 2017 to May 2021
- Full Time StudentJan 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Chequers Financial Management LLC
$1.3BAssets managed
256Clients
11Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7704743
- Firm CRD
- 175209